Accept lot production

Document of Serialization (DOS) reports create a record of the company's lot information by capturing the packaging location, packaging code, lot number, expiration date, and quantity of commissioned serial numbers when the user reports an End of Batch in Serial Number Exchange or ships product in Serialized Operations Manager. Owners can then print and export this information in a DOS report. If the quantity of commissioned serial numbers reported in this message matches the expected range of lot quantities, TraceLink automatically accepts the DOS report. If validation fails, the DOS report remains in Pending Review, and companies can manually accept the report. The DOS reports are accepted or rejected to maintain compliance standards.

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Accept or reject lot production

Only Managers for the Owner's company and users belonging to a Partner company can accept or reject Documents of Serialization.
  1. Hover over Modules in the top left of any screen, and then select Serial Number Exchange.
  2. In the Go To drop-down in the top right, select Document of Serialization Reports.
  3. Fill in one or more of the following fields to filter the results:
    1. ServiceLink drop-down – Required. The Serial Number Exchange Link that includes the Owner and the company or location that requests or receives serial numbers.
    2. Packaging Site ID field – The unique identifier of the location that performed the event that triggered the creation of the DOS report.
    3. Modified On Or After field – The date that the DOS report was modified on or after.
    4. Modified On Or Before field – The date that the DOS report was modified on or before.

    5. Packaging Code field – Conditionally required if the Encoding Format is AI(01)(21) or CN-EDMC. The GTIN, NTIN, CN-Rescode, or GS1 Company Prefix assigned to a specific level of packaging.

    6. Internal Material Number field – The manufacturer's internal system identifier for the product.

    7. Country Drug Code field – The unique drug code assigned to the product by the country where it is sold.

    8. DOS Status drop-down – The status of the DOS report:
      • All (default)
      • Generated – The DOS report is generated.
      • Pending Review – The DOS report is pending manual review.
      • Rejected – The DOS report is rejected.
    9. DOS Number field – The unique identifier of the DOS report.
    10. Keywords field – Returns results that contain the entered Keywords in the Lot Number or PO Number fields.
      Tips:
      • The search is not case sensitive.
      • Use an asterisk (*) wildcard only for single terms, rather than quoted phrases.
      • The search results include all entered words by default.
      • Enter "OR" between words to search for one word or another.
  4. Select Search.
  5. Select the View Details icon in the Actions column of any row with the the DOS Status of Pending Review.
  6. At the bottom of the DOS report:
    • Select Accept.

      The DOS report is generated and the screen refreshes with the new DOS Status of Generated.

      or

    • Select Reject.

      The DOS report is not generated and the screen refreshes with the new DOS Status of Rejected.

  • Select Export Results to CSV to export a copy of the results table as a CSV file.
  • Select the Download PDF icon in the Actions column of any row to download the DOS report as a PDF.

DOS report details

  • Document of Serialization Status – The status of the DOS report:
    • Generated – The DOS report is generated.
    • Pending Review – The DOS report is pending manual review.
    • Rejected – The DOS report is rejected.
  • Document of Serialization ID – The unique identifier for the DOS report.

    Displays only if the Document of Serialization Status is Generated.

  • Verification/Creation/Rejection Date – The date of the status change.
  • Verified/Rejected By – The name of the person responsible for accepting or rejecting the DOS report.

    Displays as Info Exchange if TraceLink automatically generates the DOS report.

  • Product Description – The user-assigned description of the product (e.g. Migraine Med 30 MG tabs 30).
  • Packaging Code – The GTIN, NTIN, CN-Rescode, or GS1 Company Prefix assigned to the packaging level of the serial numbers.
  • Internal Material Number – The manufacturer's internal system identifier for the product.
  • Lot Number – The lot number associated with the serial numbers being commissioned.
  • Expiration Date – The date that the product expires.
  • PO Number – The purchase order number associated with the serial numbers.
  • Quantity – The quantity of serial numbers expected in the selected packaging level.
  • Production Date – The date the product was created.
  • Packaging Site Name – The location where the product was packaged.
  • Packaging Site ID – The identifier of the packaging location.
  • Production Line ID – The internal system identifier of the production line.
  • Max Batch Size – The fullest possible yield that the manufacturer can produce with the raw materials provided.
  • Acceptable Yield – The target percentage of the yield that the manufacturer produces from the raw material.
  • Minimum Yield – The minimum acceptable percentage of the yield that the manufacturer produces from the raw material.